An investment is something that you put money into with the expectation of earning a profit. For example, you might buy shares of ownership in a company. If the company does well, the value of the stock will go up, and you can sell it for more than you paid.
Learn more about investing from our financial advisors below.
Compound interest is a true miracle or a true disaster; it all depends Ben is an elderly man living independently, subsiding on a below poverty income. Ben and his siblings have been continually active for years in our small town in Northern California. Ben helps at his church and helps his neighbors and community, always […]
Ask yourself this: “ Is there anything about my financial professional or what he or she is recommending that guarantees my money will not participate in market losses?” Then ask yourself what I want my financial professional to do with my money. When I ask that question I usually get one answer: “I want it to grow and I want it to be safe.“
Don’t Put Your Money Under the Mattress – There Are Other Options Insulating your money against inflation, theft or catastrophe is as simple as taking it out from underneath your mattress and opening a savings account. The three most common are transactional savings accounts, money market accounts, and certificates of deposit. Two alternative accounts are […]
Does Your Social Security Just Go Away When You Die? By Syndicated Columnists|October 29th, 2021 What happens to your Social Security when you die? “Those planning their retirements should consider what, if any, Social Security benefits could be available if you are the spouse, child, or parent of a worker who dies.” Many people […]
“If you are thinking about rolling your 401k into an IRA, you may believe that you should strip all the risk out of your investment matrix by reducing the number of equities in your portfolios. But, is this the optimum strategy in 2021?” Brian Swerdlow According to research from JP Morgan, a majority of retirees, […]
What is tax-loss harvesting and will it work for you? “For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains taxes.” When securities and certain other assets such as real estate, are sold at a loss to offset a capital gains tax liability, the process is known as […]
What’s a life settlement, and could you benefit from having one? “Older Americans don’t know there may be an alternative to letting your policy lapse or surrendering it to the insurance company.” A primary goal for those who no longer get regular paychecks is to ensure they don’t run out of money in retirement. Making […]
In September 2013 a UC Berkeley study found that the wealthiest 1% of Americans saw their income grow by 31.4% between 2009 and 2012. Also it was discovered that income inequality in the United States was the highest since before the Great Depression. One reason why most in the middle class cannot move to a loftier position is our tax system. Workers are taxed at a different rate than investors — the difference between earned income and dividend and capital gains taxation is significant.
The stock index & how history can make you a smart investor “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”– Benjamin Graham […]
Banker? Has anyone seen a banker lately? The old Peter, Paul, and Mary song “Where have all the flowers gone, long time passing” reflects the changing times centered on the Viet Nam war. Times changed and where did they go, what has happened? I think we are in the middle of another change, a change […]
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